Difficulty: novice

Profiles and startboards

Have you read both the User profiles and the StartBoard and NavigationMenu article?

A user Profile consists of user groups, a startboard, and a navigation menu. When first setting up During the first initialization of your Workplace environment, a number of user profiles are generated during the Solution Based Roll-out. The user groups that are assigned to the each user profile determines the functionalities of the startboard and the navigation menu.

• Startboards encompasses a cluster of information and functionalities greeting the user on the homepage.

• A startboard showcases the most frequently used functionalities for a specific user profile.

• The tiles (buttons) on the startboard is determined by the access rights granted by authorization groups.

• A startboard can be customized by adding or removing reportreports.

• A built-in Wizard helps creating a new user profile with a unique startboard.

Creating a new user profile using the Wizard.

After the initial profiles have been generated using the Solution Based Roll-out, it is still possible to easily create new user profiles via the Create User Profile Wizard. The Wizard will generate a new user profile and a new startboard based on the user groups selected. During the setup of the wizard, it is possible to customize the startboard by adding or removing reports.

To create a new profile with a starboard using the Wizard:

1. Navigate to the Admin menuvia the navigation menu;

2. Click on Profiles;

3. Create a new user profile using the Create by wizard button;

4. Fill in the name and the description of the profile;

5. Select the desired user groups;

6. Click Next;

7. Edit the startboard;

   1. Delete includes or Remove reports by clicking on the cross (next to the magnifying glass).

   2. Add reports by clicking on the Add report button;

      1. Select the desired reports and click on Add selected reports.

   3. Adjust the positioning of the reports and includes using the Row, Column, With and Colspan.

8. To preview the startboard, click on Show Startboard;

   1. To go back to the Wizard, click on the “Wizard_case_Wizard” in your crumble path.

9. Finish the user profile by clicking on Finish wizard.

Configure an existing startboard

When generating a new user profile, a new startboard is automatically generated based on the selected user groups added to the profile. During initial setup of a user profile, some customization, like adding and deleting reports, is available.

It is possible to adjust the startboard post creation. To configure an existing startboard:

1. Navigate to the Startboards button on the startboard;

2. Select the startboard that should be configured;

3. Click on Configure startboard;

4. Edit the startboard;

   1. Delete includes or reports by clicking on the cross (next to the magnifying glass).

   2. Add reports by clicking on the Add report button.

Summary